Novato Foundation For Public Education

 

Introduction to the NFPE’s Fund Distribution Plan

 

The NFPE Interim Board and Support Group have been working to develop a general fund distribution plan that, once finalized based upon our work with the Advisory Committee, can be used as a blueprint by the First-Term Board and the Program Committee to assist them in their development and implementation of the NFPE’s initial fund distribution plan.

 

Background

 

As part of our preparation for putting together this general fund distribution plan, we located several school districts around the greater Bay Area that shared similar characteristics with the NUSD, and additionally that were located in cities that shared similar characteristics with those of Novato (based on the information available at www.bayareacensus.ca.gov), and we reviewed the fund distribution efforts of the LEFs that support each of these districts. 

 

Based upon our research and our underlying mission that all students be supported equally, we have come to the following broad conclusions concerning fund distribution for the NFPE:

 

¨        The NFPE must equitably distribute its funds.  In this process the NFPE will encourage the individual school sites to collaborate more in order to increase knowledge of programs and techniques between teachers; efficiency in using resources and dollars spent; and in implementing programs throughout the district so that all our students can receive a higher level of education from all our public schools.

¨        When supporting program or distributing dollars to the school sites, the distributions will be tied to a distribution plan, approved by the NFPE Board and connected to curriculum based enrichment programs/materials.  By striving to support curriculum based, enrichment type programs, the NFPE will be supporting broader educational essentials that will always need to be maintained and increased throughout our district to encourage creativity and ingenuity from all our students and staff.

¨        For all funds generated, 10% will be held in reserve for operations/expenses.  The NFPE will seek outside grants to support its operations but will need a reserve if the grants are not attainable at any point in time.

¨        For all funds generated, 3% will be held in reserve to fund an endowment.  In the future the endowment will grow and be able to sustain essential programs/grants as they are implemented and developed in the years to come.

 

What Will be in the Fund Distribution Plan?

 

Novato is unique in that it is a school district that includes 8 Elementary Schools, 3 Middle Schools, 2 High Schools and several other alternative program public schools serving approximately 7500 students.  To allow the NFPE to serve such a wide range of students several different methods of fund distribution will be implemented initially and over a period of time.  It is necessary to recognize that fund distribution types will evolve and change as school funding fluctuates and as the NFPE grows and matures.

Distribution types include:

 

A.      Distribution to school sites based on a “per student enrollment” (not ADA) amount, annually approved as a budget line item at the Site Leadership Team/Council.

B.      Grants awarded from the grant writing effort will be distributed according to the grant.

C.      School or grade level grants distributed to encourage district wide collaboration between teachers and schools requiring the same program(s) or material(s).

D.      Support of curriculum based, enrichment programs funded directly or channeled through the NUSD if required.

E.      Endowment/major gift distributions to program(s) or grants as the endowment grows or major gifts are received.

 

The NFPE Board of Directors will annually approve a distribution plan.  Sustaining excellence in the schools and an equitable distribution per student enrolled will be the top priority of the fund distribution plan. The NFPE Board of Directors will seek input from parents, teachers and the NUSD administration as to the most needed programs/materials in the Novato public schools for the following year.  The distribution plan will target areas of need at each level (i.e., elementary, middle and high school) and will require that the distributed funds be spent accordingly.  Individual sites may request of the NFPE Board an alternative spending plan for their distribution, however they must follow the basic guidelines of being beneficial to all students at that school site and must collaborate with similar efforts at the same level across the district.

 

Connecting Fundraising with Fund Distribution

 

In order for fundraising efforts to be more targeted, distribution types will be connected directly to the types of fundraising used to generate funds.  Listed below are the Fundraising efforts from the Introduction to the NFPE’s Fundraising Plan and their corresponding distribution types from the list above.

 

1.       The one large event per year will initially be used to excite the community about the NFPE and its goals.  Any dollars generated from this event in the future will be distributed as (A) a “per student enrollment” amount to each school site.

 

2.       The goal of the Sustaining Donors Program will be to (D) equitably distribute funds to support curriculum based, enrichment programs beneficial to all students in the district.  As the NFPE is getting started, the supported programs and their cost will need to be determined by the NFPE’s Board of Directors.  As enough money is generated, programs will be implemented.  Donors will be offered the opportunity to donate to a specific level of education (i.e., elementary, middle or high school) or to an undesignated fund.  If program cannot be supported in the first years of the NFPE then the dollars will be (A) distributed to each site in a “per student enrollment” amount.  The goal of these distributions will be to allow sites to provide services or materials deemed to be under-funded or non-existent, but within the guidelines of providing curricular based programs equitably to all students. 

 

 

 

3.       The Business Partnership Program will support (C) a type of granting process where by grade levels across the district will decide on materials or program to enrich that grade level and business partners will support these initiatives.  Events like MARE; early Spanish; technology support; the High School Career Centers; electives that are not currently offered or that have been cut, etc., could become strong draws for the business community to support. 

 

4.       Grant writing distribution will be (B) tied to the specific grants that are received.  Grants should be targeted to need across the district and to general operations for the NFPE.  Grant writing at the NFPE can help coordinate site based efforts that are similar to each other and create one effort to benefit a larger group of students than is now being achieved.

 

5.       Other efforts (i.e., escrip, Target, other loyalty programs, a community directory, etc.) will generate funds to be (A) distributed equally in a “per student enrollment” amount to each school site to support site based need and general operations.  These outreach programs will target non-parents to encourage the community at large to easily support their pubic schools.

 

6.       The Endowment/Major Gifts area will fund (C & D & E) program/ grants as deemed important by the Board of Directors and the donors.  As the NFPE wishes that all funds donated will find their way into the classroom supporting curriculum based, enrichment program, the Board of Directors will work with all major donors to coordinate the donors’ wishes with the needs of the Novato public schools.

 

7.       Volunteerism will be distributed as needed by grade level program.  As the volunteer outreach and programs are established volunteers will be equitably dispersed throughout the sites to achieve the most efficient use of time and people to give the best level of support possible for the schools.  Research on how to set up a volunteer program still needs to be done and a good staring place is http://www.marinnexus.org/vol_center/index.cfm .  The NFPE hopes that programs like “Literacy Volunteers”, “Homework Helpers”, and “Career Mentors” can begin a broad range of help for the schools, teachers and students in the future.

 

8.       Unsolicited dollars will be used in one of the distribution methods above at the discretion of the Board of Directors if no other instructions are given by the donor.

 

 

How will the NFPE account for distributions to the NUSD and Sites?

 

As stated in the Fundraising Plan, the NFPE intends to build a bridge between the NUSD and the community of Novato.  To this end fund distribution must be extremely clear and understandable.

 

The NFPE will strive to distribute funds directly to supported programs or to sites, however, where dollars must be channeled through the district office to support district wide programs, a separate account will be maintained at the district for the NFPE into which funds will be distributed and dispersed.  The NUSD will bill the NFPE for agreed upon funds so that dollars can be audited prior to being distributed to the NUSD with the path of distribution for those dollars through the NUSD budget clearly mapped out.  The NFPE believes this billing process will diminish any misgivings or questions concerning the use of the dollars by the NUSD.

School sites will also need to set up a line item within their site budgets, approved yearly by Site Leadership teams, to account for their use of “per student enrollment” distributions made to them.

 

The NFPE Finance Committee will be responsible for monitoring/tracking and clearly defining to the public how the distributed funds are spent.

 

 

Where do we go from here?

 

At this point, given the size and number of tasks that still lie before us in our effort to get the NFPE up and running, we are hopeful that enough volunteers can be gathered to form the Program Committee immediately (i.e., instead of waiting until the First-Term Board chairs and staffs it), and that this committee can then take on the task of completing the fund distribution plan.

 

Joyce McCarron will be the Interim Chair of the Program Committee.  Anyone interested in working on this committee is encouraged to contact her for more details.  Joyce can be reached at (415) 898-1758, or via e-mail joycem@nfpe.org.